Payrix

NOVEMBER 7, 2024

Each expert has a unique perspective on balancing payments security and user experience, empowering software platforms to grow confidently in their niche industry. Jess Kirkpatrick, Senior Director of Risk, Fraud, and Underwriting “What is the one thing you want software companies to know about merchant onboarding and underwriting?”

Merchant Services 130

Merchant Services Payment Services Payment Solutions Payments 130

User Pilot

AUGUST 30, 2024

The solution might lie in your ability to create a comprehensive user experience map. A well-crafted user experience map can be your secret weapon for understanding customers, identifying pain points, and boosting product engagement. We also identify some best practices to follow when creating the user experience map.

User Experience 104

User Experience Underperforming Technical Team Interviewing Onboarding 104

User Pilot

SEPTEMBER 15, 2024

Try Userpilot’s Autocapture for a Smoother User Experience Get a Demo 14 Day Trial No Credit Card Required The benefits of Userpilot autocapture: More powerful analytics Thanks to the autocapture feature, there’s no need to tag events at all. You can use it to trigger onboarding flows or surveys automatically.

User Experience 111

User Experience B2C Data B2B 111

User Pilot

MARCH 12, 2024

Spotlight pattern : Highlights parts of the UI to focus user attention, used during onboarding or feature introduction. Breadcrumbs : Provides a navigational trail for users to follow back, useful in complex navigational interfaces. ClickUp’s vertical menu. Kommunicate’s interactive walkthrough.

User Experience 105

User Experience Software Review Systems Review Engagement 105

User Pilot

MAY 21, 2024

Functionality is a must when it comes to attracting customers, but it’s user experience that helps you retain them. Wondering how to create an outstanding user experience ? TL;DR UX design identifies user needs, wants, and pain points and creates engaging products that enable them to achieve their goals.

User Experience 105

User Experience AI Scale Customer Support 105

User Pilot

AUGUST 17, 2024

They use Userpilot to monitor product usage, design onboarding flows, deliver release notes , and provide in-app support. Results : Implementing Userpilot allowed Zoezi to prioritize development efforts based on actual user behavior, leading to better resource allocation. . Design onboarding flows. Track page visits.

User Experience 105

User Experience Underperforming Technical Team Software Review Systems Review 105

User Pilot

DECEMBER 31, 2024

Variety of UI patterns to engage users, including modals , tooltips , and slideouts. A/B and multivariate testing for optimizing user experiences. Analytics reports like paths, funnels, and cohort tables for visualizing user behavior data. Appcues Appcues is a user onboarding tool designed with simplicity in mind.

Technical Review 105

Technical Review Underperforming Technical Team Software Review Onboarding 105

Payrix

APRIL 28, 2025

As the demand for seamless platform experiences intensifies, theres only one way for software companies to effectively deliver on customer-centric strategies: with a digital-first approach. With the right digital tools and processes, theyll offer you an implementation thats transparent, tailored, and accessible.

Merchant Services 113

Merchant Services Payment Services Payment Solutions Payments 113

Stax

MARCH 16, 2025

3 Reasons Why Software Customer Churn Happens There are a variety of reasons a SaaS user might churn – and pinpointing a pattern in your churn will help you improve your offerings and reduce churn. A lack of onboarding Onboarding is critical when it comes to successful user adoption of a new product.

Payment Solutions 88

Payment Solutions Software Review Churn SaaS Payments 88

User Pilot

NOVEMBER 22, 2024

This powerful tool allows you to see your website or web app through your users’ eyes. It reveals the “why” behind their actions and unlocks valuable insights to improve the user experience. Conversely, session replays don’t actually record a user’s screen in the traditional sense.

User Experience 105

User Experience Customer Support Pricing Engagement 105

TechEmpower SaaS

NOVEMBER 13, 2023

As part of the onboarding process, the app asks both job seekers and employers what they’re looking for - in a text box - while providing a few suggestions in a pop-up. Even with the pop-up suggestions, we saw significant drop-off during user onboarding. This isn’t just our opinion - our startup metrics prove it!

Generative AI 443

Generative AI Artificial Intelligence AI New CTO 443

User Pilot

AUGUST 23, 2024

How does customer onboarding in banking work? You will also learn the main challenges involved in the onboarding process in banking, best practices and explore the best onboarding software tools for the job. Use analytics to identify and improve areas of friction in the onboarding process. Let’s dive right in!

Banking 105

Banking Onboarding compliance Scale 105

SaaStr

JANUARY 22, 2021

Product experience is associated with the brand experience. Product-Led Growth Offers Unbeatable Economics: Lowers cost of acquiring, onboarding and retaining customers. Organic expansion grows through self-serve sign-ups and user invites. This team and manager will own the post-sign-up experience. Key Takeaways.

Scale 290

Scale New CTO CTO Acquisition 290

User Pilot

OCTOBER 31, 2024

A product analytics strategy is essential for any business looking to make informed decisions about product development and user experience. Plus, there are many reasons why you need a product analytics strategy: Aligns product development with user needs and business goals. Why should you have a product analytics strategy?

Strategy 105

Strategy Underperforming Technical Team Government Customer Lifetime Value 105

TechEmpower SaaS

MARCH 4, 2024

It plays a crucial role in product development too, where generative AI speeds up design processes, streamlines testing, and tailors user experiences effectively. It can be used to quickly scan and shortlist resumes, reducing the time and resources spent on the initial stages of the recruitment process.

Generative AI 443

Generative AI CTO Hire AI Sales Recruiting 443

User Pilot

JUNE 4, 2024

As a product manager, you probably already understand the importance of a great onboarding UX design and its importance for customer journey optimization and user retention. In this article, though, our focus is on how you can improve the user onboarding process for your users. Onboarding surveys.

Onboarding 98

Onboarding SaaS User Experience Customer Lifetime Value 98

SaaStr

AUGUST 10, 2022

User Experience and Building a Durable Business. Khusid explains the company’s ability to perfect the user experience to such a horizontal group with its attention to data and feedback: “From the very beginning, we were focused on data points that were coming from our users and customers…we look at data points at scale.

Sales Hiring 246

Sales Hiring Scale Company Culture B2C 246

User Pilot

MAY 29, 2024

Looking for user onboarding teardowns to help you create an onboarding process for your SaaS? From the structure to the exact in-app experiences, we unpack the ingredients of their success, so that you don’t have to reinvent the wheel. Userpilot leverages its own tool for onboarding. Book the demo!

Onboarding 105

Onboarding Social Media Mobile User Experience 105

Payrix

FEBRUARY 4, 2025

The master merchant simplifies the onboarding process for sub-merchants by handling the complexities of payment integration, security requirements, and compliance. Enhanced customer experience: by integrating payments into their platforms, master merchants offer a seamless, user-friendly payment experience that can improve customer retention.

Merchant Services 130

Merchant Services Payment Services Payments SaaS Payments 130

User Pilot

AUGUST 22, 2024

This is because the client onboarding process in financial services faces unique challenges. More importantly, we show you how to improve your onboarding and how Userpilot can help. Userpilot offers a range of customer onboarding, feedback collection, and analytics features for financial services and products. What are they?

Payment Services 111

Payment Services SaaS Payments Onboarding Payment Solutions 111

User Pilot

FEBRUARY 29, 2024

While a comprehensive exploration of progress bars lies beyond the scope of this article, you can delve into this resource to gain a deeper understanding of how progress bars can help improve user experience and engagement. Users exhibit a stronger memory recall for incomplete tasks, fostering engagement and curiosity.

Onboarding 105

Onboarding Systems Review User Experience Engagement 105

Stax

MAY 23, 2025

Understanding ISV Integrated Payments Integrated payments let users pay for goods or services directly within your softwareno third-party redirects or handoffs. Its seamless, secure, and built for better user experiences. For ISVs, integrating payments isnt just a convenienceits a strategic move.

Payments 88

Payments Payment Services Merchant Services SaaS Payments 88

User Pilot

MAY 6, 2024

The right user onboarding flow won’t only ensure more users understand how to use your product, but it will also keep them engaged. Let’s explore 8 steps for designing the best onboarding process, and share examples from other companies using onboarding software to apply the top strategies.

Onboarding 105

Onboarding Engagement Software Review User Experience 105

Inturact

JANUARY 10, 2024

Know the why and how of measuring your user onboarding's ROI, and how this vital metric can reshape the way you view user experience and success in the SaaS industry.

Onboarding 110

Onboarding SaaS User Experience Metrics 110

User Pilot

JUNE 10, 2024

Researching customer onboarding strategies for your SaaS product? The article shares 17 tried-and-tested customer onboarding tactics that will help you build delightful user experiences and drive product growth. Create a welcome series of in-app and email messages to greet users and kick off onboarding.

Onboarding 105

Onboarding Strategy Social Media Churn 105

User Pilot

SEPTEMBER 30, 2024

We chatted with Tom Ulman, the Chief Product Designer at Reading Eggs, a 3P Learning company, about how they used Userpilot to improve the user onboarding experience. Challenge: Relying on busy developers to build onboarding flows Reading Eggs has two user personas : the learners and their parents.

Onboarding 105

Onboarding Software Review Development Technical Review 105

SaaStr

JUNE 1, 2021

Because we know trying before you buy is the user experience we prefer. Trying will drive you to a better product, and it may drive you to be a better prospect and onboarding experience. At least up until the “choke” — the moment in time we ask for money. So my general advice is — at least try.

Scale 336

Scale Engineering Enterprise Business Model 336

Payrix

APRIL 17, 2025

Must develop sub-merchant onboarding and management systems. As a payment facilitator, you can streamline payment acceptance for your users by creating a master merchant account under which other businesses can sit. Today, many software companies are opting to include PayFac capabilities directly into their platforms.

Payment Services 100

Payment Services SaaS Payments Merchant Services Payment Facilitation 100

SaaStr

SEPTEMBER 5, 2022

If a company has started out with a heavy sales focus, its onboarding process within the actual product may not be intuitive enough for customers. Customizing the user experience can make customers feel like the product is just for them. Sales-led organizations struggle to adapt to a PLG mindset.”.

Sales Recruiting 290

Sales Recruiting Business Pricing Churn 290

User Pilot

NOVEMBER 7, 2024

Product demos can be used at various stages in the customer journey, such as on your website to engage potential customers, in email campaigns to nurture leads, during sales calls to provide a “try before you buy” experience, and for customer onboarding to help new users get up to speed quickly. Focus on “Aha!

Payment Methods 103

Payment Methods Payment Solutions Software Review SaaS Payments 103

User Pilot

SEPTEMBER 15, 2024

You must use tried and tested frameworks if you want to consistently create compelling onboarding experiences , and that’s where SaaS customer onboarding templates come in. Templates will save you time and help you focus more on optimizing the user experience to drive long-term retention. To nail the Aha!

Onboarding 98

Onboarding SaaS Software Review Churn 98

SaaStr

SEPTEMBER 11, 2024

Complex Adoption, Usage, and Engagement Onboarding and training look different for a customer vs. a user in PLG. With PLG, you’re onboarding your users, and their journey is defined on day zero. But in product-led sales, every user’s day zero is different.

Scale 312

Scale Scaling Sales Hiring compliance 312

SaaStr

DECEMBER 7, 2021

In their early days, Talkdesk made it easy for agents to self-serve onboard and advertised it as “Create a Call Center in 5 Minutes” to make it accessible. They learned about the customer journey across companies and built the first onboarding flow directly through Salesforce so that the engineers could create a call center in five minutes.

Scale 290

Scale Scaling Growth Hacking Systems Review 290

User Pilot

APRIL 8, 2025

Focusing on these targeted, high-impact moments gives you immediate insight into what users like and dislike about the product. Tip: Trigger short surveys at key moments, like post-onboarding or after a certain feature is used, to capture real-time, contextual feedback without disrupting the user experience.

Mobile 76

Mobile Software Review User Experience Social Media 76

Inturact

FEBRUARY 20, 2024

You're already familiar with Appcues — a tool that promises to streamline and enrich the user experience. However, selecting this tool is merely the first step in a larger, more crucial strategy.

Onboarding 111

Onboarding User Experience Investment Strategy 111

User Pilot

APRIL 8, 2025

Plus, since they slide in and out as needed, they’re useful for delivering contextual information without interrupting the user experience. And finally, slideouts help improve feature adoption and engagement by directly communicating timely information in-app, helping mobile users discover new features and engage more.

Mobile 66

Mobile Onboarding User Experience Engagement 66

SaaStr

APRIL 1, 2023

She had recently been hired at Box, and her first big project was to upgrade the internal user experience for vendor onboarding and management. Certa was still an unknown startup three years ago when Linda walked past their booth at a conference.

Payment Methods 241

Payment Methods Payment Solutions Payment Services Sales Hiring 241